247capital #52 | Wartime Edition II

Portfolio Follow-Up, Quote of the week, Tweets of the Week ...

Hi Everyone 👋,

Welcome to the #52 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻

Please hit the heart button ❤️ if you like today’s letter and reply with any feedback.

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The follow-up to former Issues

Below you’ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we’re here for the long run. 5-10 years horizon at least. 

$TAP - bought at $44.95 - Issue 1
Closed the week at $50.87 (up 13.17%)🔥
💰$0.68 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $5.76 (down 0.51%)❄️

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.26€ (down 13.11%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 8.54SEK (down 78.24%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $4.60 (down 44.44%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 82.60 (down 77.88%)❄️

Most important these days is not the stock market but rather the fast ending of the conflict in Ukraine!

NEXTA @nexta_tv

Budapest, 1994 The United States, Great Britain and #Russia sign a document in which they guarantee the territorial integrity of #Ukraine in exchange for its renunciation of nuclear weapons.

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Video of the Week - Dealing with the changing world order

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Quote of the Week

Investing is laying out money now to get more money back in the future.
— Warren Buffett

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Tweets of the week

James Jansson @jamesjansson

The #Ruble is in absolute free-fall, down 15% just today. Russia is about to be destroyed economically because they decided to invade #Ukraine.

Trust Fund Terry @trustfundterry

Napoleon was 5’6 Hitler was 5’9 Mussolini was 5’7 Emperor Hirohito was 5’5 Nikita Khrushchev was 5’3 Putin is 5’7 There’s a direct correlation between men under 5’10” and starting global conflicts and I think we need to start implementing proactive measures to stop it

Chris Bakke @ChrisJBakke

Facebook: now that we call ourselves “Meta” we like to call all of our coworkers “Metamates.” Candidate: Wow. I will absolutely never call my coworkers Metamates, that’s ridi- Facebook: Look we’ll pay you $800k and you work 25 hours per week. Candidate: Sounds great, metamate.

Otavio (Tavi) Costa @TaviCosta

The last 21 times Nasdaq had an intraday reversal of +5% happened during brutal bear markets.

Bill Ackman @BillAckman

I wouldn’t want to keep money in a bank that can’t access the SWIFT system. Once a bank can’t transfer or receive funds from other banks, its solvency can be at risk. If I were Russian, I would take my money out now. Bank runs could begin in Russia on Monday. #StandWithUkraine

Jon Erlichman @JonErlichman

40 years before Google Maps, you could call a navigation hotline:

Charlie Bilello @charliebilello

ADP report: 20.1 million private sector jobs were lost in Feb-April 2020. 19.5 million jobs have since been added back. The greatest jobs comeback in history is almost complete. Charting via @ycharts

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5 points of the week - From the book “100 to 1 in the stock market.”

Curated by the Big Investor Blog:

1. All power corrupts. Absolute power corrupts absolutely.

2. In no civilization has the value of currency increased, ever.

3. Interest is the price of time.

4. Debt is never wrong. What one does with it determines the debt's goodness or badness.

5. A hunting ground for 100-1 winners

   1. Inventions can make you do what you always wanted to but could do in the past—cars, Airplanes, Televisions, Smartphones, etc.

   2. Things that simplify or make existing tasks easier, faster, or lower-cost – Computers, earth-moving machinery.

   3. Processes or equipment that allow you to maintain quality while reducing or eliminating the labor required. – disposable syringes, frozen foods, xerox.

   4. New and cheaper sources of energy – kerosene, atomic generated electricity, etc.

   5. Doing old essential jobs organically. Using neem as pest control instead of pesticides.

   6. Methods or equipment for recycling.  – water purification

   7. Transportation on land can be done without the wheel or fire.

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Thanks for reading, and until next Monday,

Sebastian from 247capital 

All posts on “247capital” are for informational purposes only. This is not a recommendation to buy or sell securities discussed. Please do your own work before investing your money.